Investment objective & strategy
As of Dec. 22, 2025 · prospectusObjective. Columbia Select Mid Cap Growth Fund (the Fund) seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.
Strategy. Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell Midcap Index (the Index) at the time of purchase (between $ 121.7 million and $ 101 billion as of November 30, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for … Under normal circumstances, the Fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell Midcap Index (the Index) at the time of purchase (between $ 121.7 million and $ 101 billion as of November 30, 2025 ). The market capitalization range and composition of companies in the Index are subject to change. The Fund invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects. The Fund may at times emphasize one or more sectors in selecting its investments, including the consumer discretionary sector . The Fund may invest up to 20% of its total assets in foreign securities. The Fund may invest directly in foreign securities or indirectly through depositary receipts. The Fund may invest in special situations, such as companies involved in initial public offerings, tender offers, mergers and other corporate restructurings, and in companies involved in management changes or companies developing new technologies. The Fund typically employs a focused portfolio investing style, which results in fewer holdings than a fund that seeks to achieve its investment objective by investing in a greater number of issuers. The Funds investment strategy may involve the frequent trading of portfolio securities.
Top holdings
As of Feb. 28, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| VERTIV HOLDINGS CO | — | $91.32M | 4.61% |
| COLUMBIA SHORT TERM CASH FUND | — | $81.92M | 4.14% |
| HOWMET AEROSPACE INC | — | $66.34M | 3.35% |
| TAKE-TWO INTERACTV SOFTWR INC | — | $57.60M | 2.91% |
| COMFORT SYSTEMS USA INC | — | $46.06M | 2.33% |
| CLOUDFLARE INC-A | — | $45.14M | 2.28% |
| CELSIUS HOLDINGS INC | — | $44.31M | 2.24% |
| TAPESTRY INC | — | $44.07M | 2.22% |
| CASEY'S GENERAL | — | $43.03M | 2.17% |
| SHARKNINJA INC | — | $41.82M | 2.11% |
Portfolio moves
Nov 30, 2025 → Feb 28, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| Columbia Variable Portfolio - Select Mid Cap Growth Fund | 88% | 0.82% |
| Growth Opportunities Portfolio | 47% | 1.13% |
| Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX | 46% | 0.62% |
Footnotes
- Expense ratio as of December 22, 2025, from the fund's prospectus.
- Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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